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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

67 hedge funds and large institutions have $652M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+12
Holders Change %
+21.82%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
18
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$150M
2
Northern Trust
2
Northern Trust
Illinois
$324M
3
VA
3
Vident Advisory
Georgia
$3.17M
4
IA
4
IFG Advisory
Georgia
$4.05M
5
WA
5
Wealth Architects
California
$58.5M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$732K
2
V
2
VeraBank
Texas
$748K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Bank of America
5
Bank of America
North Carolina
$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$703K +$703K +30,239 New
LPL Financial
27
LPL Financial
California
$671K +$13.6K +585 +2%
TIA
28
Tiemann Investment Advisors
California
$615K -$9.3K -400 -1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$583K +$583K +25,075 New
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$560K +$161K +6,930 +40%
LMKC
31
L.M. Kohn & Company
Ohio
$535K +$47K +2,021 +10%
IWA
32
Inspirion Wealth Advisors
Illinois
$390K +$390K +16,800 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$363K -$28.8K -1,238 -7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$352K +$352K +15,142 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$336K -$20K -861 -6%
KWM
36
KMT Wealth Management
California
$307K +$307K +13,214 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$280K -$61.8K -2,659 -18%
FMTC
38
Farmers & Merchants Trust Company
California
$275K +$275K +11,805 New
GT
39
Greenleaf Trust
Michigan
$238K – – –
Comerica Bank
40
Comerica Bank
Texas
$237K +$144K +6,190 +154%
M&T Bank
41
M&T Bank
New York
$233K +$233K +10,012 New
TSS
42
Two Sigma Securities
New York
$230K +$31K +1,334 +16%
SVWG
43
Shared Vision Wealth Group
United States
$226K – – –
Betterment LLC
44
Betterment LLC
New York
$212K +$212K +9,111 New
Osaic Holdings
45
Osaic Holdings
Arizona
$181K +$165K +7,074 +1,003%
IRC
46
Investors Research Corp
Georgia
$155K +$2.91K +125 +2%
Wells Fargo
47
Wells Fargo
California
$136K -$39.2K -1,684 -22%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$83.9K +$83.9K +3,605 New
AWM
49
AE Wealth Management
Kansas
$55.4K +$55.4K +2,383 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$48.5K -$163 -7 -0.3%
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